LWM
WMT icon

Latko Wealth Management’s Walmart Inc WMT Stock Holding History

Latko Wealth Management’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,699
Closed -$211K – 39
2026
Q1 		$211K Sell
1,699
-99
-6% -$12.2K 0.1% 36
2025
Q4 		$200K Buy
+1,798
New +$193K 0.1% 33

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Latko Wealth Management's WMT Position: Q2 2026 in Review

Latko Wealth Management sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 1,699 shares — an estimated $211K sold.

Latko Wealth Management first reported a position in WMT in Q4 2025 and held it in 2 quarters. The position peaked at $211K in Q1 2026. 1,812 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Latko Wealth Management reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
  • Latko Wealth Management sold 1,699 Walmart Inc shares in Q2 2026, an estimated $211K.
  • Latko Wealth Management first reported a position in Walmart Inc in Q4 2025 and held it in 2 quarters.
  • Latko Wealth Management's Walmart Inc position peaked at $211K in Q1 2026.
  • 1,812 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Latko Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.